Position in SMCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,290
-$142,291 QoQ
Shares Held
760
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 796 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Quarry LP holds $1,272,912 across 13 Computer Hardware names. SMCI ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
1,032 | $659,159 | |
| 2 | STX |
Seagate Technology Holdings plc
|
375 | $361,875 | |
| 3 | SNDK |
Sandisk Corp
|
71 | $161,434 | |
| 4 | ANET |
Arista Networks, Inc.
|
340 | $57,759 | |
| 5 | SMCI |
Super Micro Computer, Inc.
This page
|
760 | $22,290 | |
| 6 | BGIN |
BGIN BLOCKCHAIN Ltd
|
1,572 | $2,766 | |
| 7 | DELL |
Dell Technologies Inc.
|
5 | $2,157 | |
| 8 | CRSR |
Corsair Gaming, Inc.
|
172 | $1,663 |
All Filings in SMCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,290 | 760 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $164,581 | 7,228 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $23,346 | 487 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $667,369 | 13,617 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $70,876 | 2,070 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $33,710 | 1,106 | Shares | Other | 2025-02-14 | |
| 2024-06-30 | $97,502 | 119 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,020 | 2 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,969 | 21 | Shares | Other | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||